CIK: 0001845743
申告総資産額
$3.1億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 7.07% | -0.04% | +27.32% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 6.35% | +0.23% | -6.19% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.99% | +0.33% | +14.10% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.85% | -0.01% | -14.10% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.43% | -0.69% | +1.64% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.22% | +1.09% | -10.72% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.04% | +0.12% | -28.56% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.03% | -0.17% | -1.18% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.72% | -0.75% | +24.92% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.30% | -0.01% | -2.71% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.30% | +0.23% | +6.51% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.07% | — | -8.25% | |
| 13 | SOFI | Sofi Technologies INC | 株式-金融 | 2.02% | — | +10.67% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.68% | +0.06% | +60.05% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.62% | — | -11.22% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.45% | — | -5.56% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.44% | +0.28% | -9.64% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.41% | — | +10.83% | |
| 19 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 1.23% | — | +11.08% | |
| 20 | DFIC | Dimensional International Co | ETF-その他 | 1.14% | — | -3.75% | |
| 21 | PSQA | Plmr Sq Senior Debt ETF | ETF-その他 | 1.04% | — | +156.04% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.00% | -0.21% | -7.80% | |
| 23 | DFAI | Dimensional International Co | ETF-その他 | 0.99% | +0.02% | +9.05% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.98% | +0.18% | -11.87% | |
| 25 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.90% | — | -2.62% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.86% | -0.53% | +9.69% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | +0.16% | -6.60% | |
| 28 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 0.84% | — | -1.33% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.81% | — | -1.62% | |
| 30 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.81% | — | — | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.80% | +0.07% | +3.90% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.71% | — | -15.33% | |
| 33 | DFSD | Dimensional Short Duration | ETF-その他 | 0.64% | — | +10.92% | |
| 34 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.60% | — | +71.04% | |
| 35 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.60% | — | +0.55% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.59% | — | -0.69% | |
| 37 | CSX | Csx CORP | 株式-資本財 | 0.56% | — | -21.35% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.54% | — | -52.75% | |
| 39 | MBB | Ishares Mbs ETF | ETF-その他 | 0.54% | — | -6.43% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | — | +21.01% | |
| 41 | SYBT | Stock Yards Bancorp INC | 株式-その他 | 0.50% | — | +0.44% | |
| 42 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.50% | — | +2.10% | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 0.49% | — | -1.17% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.48% | — | +1.17% | |
| 45 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.47% | -0.20% | +1.23% | |
| 46 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 0.47% | -0.24% | +105.28% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.46% | +0.06% | +1.49% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.45% | — | +7.28% | |
| 49 | AFL | Aflac INC | 株式-金融 | 0.45% | — | +0.53% | |
| 50 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.45% | — | +6.42% |